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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,754 | $64,719-86.5% | $112,249-92.2% | $68,486-87.2% |
| Participation rate | 13.9% | 67.2%-53.3pp | 75.1%-61.2pp | 67.9%-54.0pp |
| Annual return | -95.88% | -11.40%-84.5pp | 27.48%-123.4pp | -7.85%-88.0pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,936 | $3,565-45.7% | $4,729-59.1% | $4,028-51.9% |
| Admin fee / account holder | $24 | $5,232-99.5% | $6,412-99.6% | $5,404-99.6% |